The second of the twelve core functions of substance use treatment is intake. At first glance, it’s easy to think it’s just a fancier worded reiteration of the first core function (screening), but understanding the intake process and how it differs from all other processes is important. In fact, the intake procedures are some of the most meticulous and critical to a successful client + counselor relationship.
The Definition of Intake
As it applies to the substance use field, intake process is the administrative and initial assessment procedure that allows for admission to a program. It’s an extension of screening. Without intake, a potential client’s eligibility and appropriateness for a service or program would be far less accurate.
The intake process involves three major criteria. For the function to be complete, all three of these criteria must be adequately met:
- Completion of all required documentation for program admission.
- Completion of all required documentation reflecting eligibility and appropriateness of a program.
- Obtaining all necessary and properly signed consents when requesting or providing information to sources outside of the agency.
The Importance of Following the Intake Procedure
The Intake process is as critical to the success of the client + counselor relationship as a properly completed assessment. In fact, if the substance use assessment process is incomplete or improperly completed, the intake becomes virtually impossible.
When a client first seeks drug or alcohol treatment, they complete a detailed evaluation designed to assess physical, mental, and social signs and symptoms of alcohol and drug use. The initial assessment also pinpoints co-existing conditions that indicate the need for additional assessment by another qualified professional. The counselor then acts on the appropriateness outcome, or the need to admit the client to their care if appropriate.
Enter intake.
During the intake process, admission to a suitable program is thoroughly documented. You might think of it as the setup of a safeguard for counselor and client, proving why the client is receiving treatment. All required documentation is supporting evidence.
As advocates of mental health, client confidentiality and rights are as important to a substance abuse counselor as a patient’s confidentiality and rights are to a doctor. The intake process is an integral part of ensuring the client’s privacy and rights are upheld at all times. It’s the formalization of a viable, recognized, and respected treatment plan.
Intake Forms
Paperwork is a major part of the intake process. It’s also what makes it unique. The agency you work with will have their own organizational setup to streamline the necessary paperwork. You can expect to complete and sign the following forms with each client:
- An admission or intake sheet
- Documentation of the initial assessment
- Any appropriate releases of information
- Consent for treatment
The client’s financial data will be collected and any financial red tape will be cut during intake. The final step of the process is the assigning of a primary counselor. The primary counselor is selected based on the client’s needs.
The Intake is perhaps the most meticulous core function in terms of paperwork. If it’s completed with attention to detail, it complements the assessment process and contributes to a strong foundation for client and counselor success.